Medallion Wealth Advisors, LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio DFAU Stock Details DFAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$704K	Sell
2025 Q4	$785K	Sell
2025 Q3	$928K	Sell
2025 Q2	$871K	Sell
2025 Q1	$831K	Buy
2024 Q4	$797K	Buy